Investment Q&A

Q: Dear Peter et al:

Heartfelt Thanks for your infatigable work in answering literally thousands of questions. Merry Christmas and a Healthy, Happy, Peaceful and Prosperous New Year.

As 2024 is winding down, I decided to take an inventory of my personalized "5i Research Portfolio"! Over the period of years, I have "learnt" to "read between" the lines of your answers. Your choice of words and your nuanced way of answering the questions helped me to "curate" and put together my own 5i Portfolio!

The only "loser" was Pay fare! (PAY). I am down in GSY but easily compensated by my gains in PRL. My TOI and LMN are doing "Okay". (Up and down) I will hold them for a while. Not worried about them given the cautiously optimistic "tone" of your answers to other subscribers about TOI/LMN.

Your faith in Private Equity, in BN especially, KKR,BLK,BX, GOOG,AMZN,MSFT,META and Gold have all paid off handsomely.

For the fresh funds in 2025, will you suggest add to the same equities mentioned above? If so in what order?

Or would you suggest another Private Equity firm or another steady grower that is safe?

P.S. NOT a good day to ask this question! Dow down by 1000 points!! But I can "hear" you saying, not to panic!!
Have a Great Day folks.

Q: I understand that VGT and XLK are extremely popular US technology ETF's.
I also understand that many popular US exchange ETF's are extremely tax efficient If I held these in my taxable account will there likely be capital gains/losses declared annually? If so, where can I find this historical information?
Would my broker provide this tax information annually to help me prepare my tax return?

Q: hi 5i!
and happy holidays to everyone on this platform!
I am considering adding a US dividend ETF with $CDN hedge. can you give me your top picks based on 1) past performance ( long term but up to 20 years at most ) 2) "guess-timate" of future performance including fees ( and your reasoning ) 3) Net $$ assets 4) daily trading volume 5) dividend yield and 6) dividend growth.
take as many points from me as you need.
all the best
Chris

Q: Please explain the differences with these etf's.
Do you have a preference.

Thank you

Q: Outlook for Mda for 2 to 3 year hold,financial metrics and recommended entry price? Thanx.

Q: Good morning,

I've added to the positive momentum on LLY.
Would you still consider adding to NVO if already held?

An averaging down on the stock for that sector of a portfolio? Basically a decision on balancing or potential momentum with all the weakness of late.

Thank you.

Q: Hello,

Thoughts on COP? Looking to start a position.

Thanks.

Q: This stock was owned long ago under 70$ haha.
It's clearly one the best performing out of the TSX on a very long run.

I am looking to average into a position in my non registered Canadian side of my portfolio.

Would you please provide a "fair value" range that you'd be comfortable starting in.

This will be a longterm core holding.

Thank you.

Q: If you have to create new balance portfolio that includes CDR and CDN stocks.. Which 20 to 25 stocks portfolio would you recommend that includes both.


Thanks for the great service

Q: could you pls rank and comment on the above stocks in terms of greatest likelihood of appreciation within 12 months

Q: There is an ETF, that invest in the canadian market, which does not pay out any dividend to investors, instead it is capitalized onto the NAV. I think it was a Harvest ETF. They used derivatives instead of holding the shares. The problem is I cannot find it now. Do you have any suggestions.
Tank you and merry Christmas.

Q: would you buy goggle at its current price

Q: AFRM has made a big move in the last 6 months. What has changed?
Thank you.
Stephane

Q: A comment, not a question. A RIF withdrawal can be in cash or in kind, so rather than selling a stock to make a cash withdrawal, you can do a withdrawal in kind to your non registered investment account.

Q: RGTI What are your thoughts on this company, would you buy?

Q: Your general thoughts on this company in general and is this a buying opportunity at under$40 Thanks

Q: Hi team,

Does the slowing revenue growth cause concern for the long term thesis of the company?

Did constellation historically have similar lumpiness quarter over quarter?

Do you still think they can grow revenues 20% annually?

Thanks

Q: What are your thoughts about these companies growth prospects for 2025?

Appreciate all you do.

Cheers

Q: Everyone, what is your biggest regret about investing? Clayton

Q: Hi 5i,
I have to sell something in my RRIF to raise cash for my annual payment out, and can't decide between selling a portion of GSY or a portion of PRL or a combination of the two.
They're currently of roughly equal value in my RRIF, but only because PRL has gained far more than GSY since each was bought (PRL- 125% to GSY - 24%).
I'm not too concerned about losing the dividends either of them pay, and want to keep the one most likely to produce the most capital appreciation over the next year or two. And I'm not adverse to selling some of each to raise the required cash if that 'diversification' seems wise in the circumstances.
Any advice?
Thanks,
Peter